SEC Form ADV · CIK 1484205

HALBERT HARGROVE

Firm profile: Halbert Hargrove Russell — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$4.2B
Assets Under Management
4,932
Total Clients
52
Employees
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Registration Details

CIK
1484205
Accession
CRD-105515
Location
LONG BEACH, CA
Filing Date
March 28, 2026
AUM
$4.2B
Total Clients
4,932
Institutional Clients
50
Employees
52
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

HALBERT HARGROVE is a registered investment adviser headquartered in LONG BEACH, CA, managing approximately $4.2B in assets across 4,932 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.